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ReportHow to build a report out of CRM based on booking forecast and opportunity and what output we can derive
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How to build a report out of CRM based on booking forecast and opportunity and what output we can derive
*This post is locked for comments
Is this possible to do the following report in CRM reporting
On the left [program = opportunity]
Parent opportunity is the starting opportunity and children are the opportunities that follow parent opp. So parent revenue does not equal sum of children. Horizontal columns are the booking forecast. The report will have filters such as business unit, vertical, customer, multi selection of opportunities etc.
Can we do row and column totals? If not everything is possible, just let me know what is possible out of the box
I assume you are doing an On-Prem SSRS using SQL.
You will first have to create a dataset to have the programs with months total. You could use SQL Pivot similar to this : https://stackoverflow.com/questions/7145694/pivot-with-month
You could then use the dataset with tablix. You can group by parent programs to get the group total and you can have sub-total per row as well. And you can have a grand total too.
I have done similar type of report and this approach worked fine for me.
Hi,
If you are grouping records based on opportuntities(on left) then you can directly add total from group itself.
Please see below link:
docs.microsoft.com/.../lesson-6-adding-grouping-and-totals-reporting-services
Hope this helps:)
Hi,
Please have a look on the following link,
docs.microsoft.com/.../add-a-total-to-a-group-or-tablix-data-region-report-builder-and-ssrs
Hope it helps:)
Thanks
On the left [program = opportunity]
Parent opportunity is the starting opportunity and children are the opportunities that follow parent opp. So parent revenue does not equal sum of children. Horizontal columns are the booking forecast. The report will have filters such as business unit, vertical, customer, multi selection of opportunities etc.
Can we do row and column totals? If not everything is possible, just let me know what is possible out of the box and what is possible with ssrs custom reporting
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